&Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

&Partners’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1M	Sell	93,634 -547	-0.6%	-$74K	0.06%	291
2025 Q4	$12.9M	Buy	94,181 +29,084	+45%	+$4.06M	0.07%	259
2025 Q3	$9.26M	Buy	65,097 +1,886	+3%	+$267K	0.06%	281
2025 Q2	$8.77M	Buy	63,211 +21,980	+53%	+$2.78M	0.07%	254
2025 Q1	$4.85M	Buy	41,231 +6,832	+20%	+$878K	0.05%	301
2024 Q4	$4.47M	Buy	34,399 +19,834	+136%	+$2.52M	0.05%	298
2024 Q3	$1.71M	Buy	14,565 +3,926	+37%	+$439K	0.03%	396
2024 Q2	$1.17M	Buy	10,639 +8,689	+446%	+$955K	0.05%	305
2024 Q1	$223K	Buy	+1,950	New	+$211K	0.03%	434

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

&Partners's IWP Position: Q1 2026 in Review

&Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.58% in Q1 2026, selling an estimated $74K and leaving 93,634 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #291.

&Partners first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.9M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

&Partners held 93,634 shares of iShares Russell Mid-Cap Growth ETF worth $12.1M as of Q1 2026.
&Partners sold 547 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $74K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #291 holding.
&Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares Russell Mid-Cap Growth ETF position peaked at $12.9M in Q4 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.